Change an Account’s Status

You can change an account's status to keep the account's information current by following the instructions below.

Getting Here: Click Accounts > search for an account > Account Overview > Account Status tab

1. Click Change Account Status.
2. Select the desired new account status.
3. From the Days Until Status Change dropdown, select None (change immediately) to change the account's status immediately. To change the account's status on a future date select a number of days between 1 and 28.
    
4. Select Reset Billing Dates if you are changing the account from a non-billable status to a billable status and you want to reset the account's billing dates based on the date on which the status change will take effect.

   just For example, if you change an account's status from a non-billable status to a billable status on 6/10/15 and you select Reset Billing Dates, that account will be billed on the 10th of the month going forward.

   Note: If you reset the billing dates, the account will not be billed for the charges that would have accrued between the last date on which the account was billed and the date on which the new account status goes into effect.

5. In the CSR Comments field enter any applicable comments about the status change.
6. Click Change Account Status. The account will be placed in your selected status immediately or within the number of days that you specified.
7. Review the change.
   
8. The Account Status History listing displays all account status changes for the selected account, including the change you just made.